H&H Retirement Design & Management Inc Wisdomtree Tr U.S. Smallcap Di Transaction History

H&H Retirement Design & Management Inc

$169 Million
Q3 2024

A detailed history of H&H Retirement Design & Management Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 153,259 shares of DES stock, worth $5.32 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares

153,259

Previous 146,674 4.49%

Holding current value

$5.32 Million

Previous $4.57 Million 15.7%

% of portfolio

3.13%

Previous 2.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$30.61 - $34.92 $201,566 - $229,948	6,585 Added 4.49%	153,259 $5.29 Million
Q2 2024 Jul 23, 2024	BUY	$30.34 - $32.53 $104,339 - $111,870	3,439 Added 2.4%	146,674 $4.57 Million
Q1 2024 Apr 23, 2024	SELL	$30.25 - $32.68 $506,566 - $547,259	-16,746 Reduced 10.47%	143,235 $4.68 Million
Q4 2023 Feb 09, 2024	BUY	$26.55 - $32.72 $96,270 - $118,642	3,626 Added 2.32%	159,981 $5.15 Million
Q3 2023 Oct 16, 2023	BUY	$27.79 - $30.65 $10,004 - $11,034	360 Added 0.23%	156,355 $4.41 Million
Q2 2023 Jul 14, 2023	SELL	$26.6 - $29.16 $11,517 - $12,626	-433 Reduced 0.28%	155,995 $4.49 Million
Q1 2023 Apr 14, 2023	BUY	$27.3 - $32.13 $4.27 Million - $5.03 Million	156,428 New	156,428 $4.47 Million

Others Institutions Holding DES

# of Institutions

350

Shares Held

29.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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H&H Retirement Design & Management Inc Wisdomtree Tr U.S. Smallcap Di Transaction History